Marjolijn Breeuwer

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From Fund Selection 01 December 2004

By PWM Editor

Marjolijn Breeuwer, manager selection team, Insinger de Beaufort Based in: Amsterdam, The Netherlands
“We are continuing to further concentrate this portfolio by actively redeeming some managers and by increasing our holdings in high quality specialist managers within IdB MM Zeus. Moreover, we added Trafalgar Volatility to the market neutral portion of the portfolio. Following last month’s addition of GAM North American Growth to the long-only equity portfolio we intend to make further changes on the long-only side in the future. Our strategic asset allocation of long-only equity, fixed income and absolute return managers has remained intact.”

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